QuickBooks 2013: What's New and Improved!
by Terri Eyden on
By Laura Madeira
For the QuickBooks Pro, Premier, Professional Bookkeeper, Accountant, and Enterprise user, QuickBooks 2013 is:
- Easy to Learn
- Easy to Navigate
- Easier to Use with New and Improved Features
Easy to Learn
What's New Tips Overlay - Never miss a new feature again. Overlay tips display in orange when a user first opens QuickBooks 2013. Additionally, when a user clicks a window, a What's New tip overlay will display and then disappear automatically without disrupting the user's work. The tips can be minimized or dismissed on request with a single click.
Easy to Navigate
New Modern, Updated Design - Simplified and improved navigation helps QuickBooks users get to the information they need, quickly and easily. Larger fonts improve readability. Click the top right corner of a transaction to maximize the viewing area of the currently displayed transaction, helping the user stay focused on the task at hand.
New Transaction Ribbon Toolbar - Invoices, estimates, sales orders, and other forms now have a simplified layout, providing better access to actions that were previously hidden or required several clicks to execute. The new Ribbon Toolbar format provides consistent placement of actions, making it faster and easier to accomplish key tasks.
Improved Customer, Vendor, and Employee Centers - Consolidate and organize more important information in the Customer, Vendor, and Employee Centers. Working in the centers saves time searching for data. Small businesses can now assign multiple contacts to customers and vendors, and assign to-dos to customers. In addition, users can track twice as many types of contact information for customers and vendors, such as Facebook pages or Twitter handles.
Easier to Use with New and Improved Features
Send Journal Entries (Accountant only) - Accounting professionals can now e-mail changes to a client's data, which clients can import with a click on an e-mail attachment. This means accountants can use a backup of a client's data, thereby avoiding the challenges and restrictions posed by an accountant's copy.
Batch Enter Transactions (Accountant and all Enterprise) - Accounting professionals and QuickBooks Enterprise users can work more efficiently when needing to perform a write-up type entry. Use this tool to copy and paste 1,000+ transactions from Excel as opposed to entering them one at a time. Easily customize the displayed columns of data showing only the fields you need, which saves keystroke steps!
Inventory Reporting Improvements - Use the available quantity to calculate reorder points, remove zero quantity inventory items from reports, and include the item name and/or description on reports.
Default Class Assignment (Enterprise only) - Businesses that track data based on profit centers will save time with data entry by assigning a default class to one of the chosen lists, including items, accounts, or names. Users can select one list to assign classes to, not all three, but can change that default at any time.
You can learn more about all the new features in Laura's whitepaper, "QuickBooks 2013 What's New and Improved." Her newest book, QuickBooks 2012 In Depth , a 700+ page reference guide, is now available. Her QuickBooks 2013 In Depth will be available late December 2012. Laura has several training books and DVDs. To see more about her products and services, visit her website .
About the author:
Laura Madeira is the owner of ACS, Inc., a software sales and consulting firm. She is an Intuit Solution Provider, a select Member of the Intuit Trainer/Writer Network, Advanced QuickBooks Certified, Enterprise and Point of Sale Certified, and member of the Intuit Solution Provider Advisory Council. Laura is also the author of the QuickBooks 2010 Solutions Guide; QuickBooks Essentials: For All QuickBooks Users, a self-paced instructional video over nine hours long; and the coauthor of QuickBooks 2010 on Demand, all offered by Que Publishing.